Manage a customer record

Every customer's contact info and address in one place.

Before you start

Customer name
Use the household or company name your team expects to search.
A usable contact
Have at least one dependable phone number or email address.
The billing or site address
Add the location used to connect the customer to job work.

Marker 1 on the screenshot
Open the intake panel
Select New customer. The Add a customer panel opens on this same page. You are not taken to a separate form.
Done whenThe Add a customer fields appear below the header.
Not on this screen
Enter a contact your office can actually use
In the panel that opened, fill Customer name with the household or company, then give at least one working phone number or email address and the billing or site address.
Done whenFL Permit Pay accepts the record and lists it in the collection.
Marker 2 on the screenshot
Bring an existing customer list in
If the customers already exist somewhere else, use Import customers instead of typing them again.
Done whenThe import screen opens and shows what it matched before anything is saved.
Not on this screen
Open the record to connect it to work
Narrow the list with Search customers, then open the customer to see their jobs, proposals and contact history in one place.
Done whenThe customer record opens with the work already linked to it.